ACCESS YOUR ACCOUNT AND DOCUMENTS
At CCMI, we’re dedicated to your success and keeping you informed of the work we perform on your behalf. Our client center allows you to view your investment accounts, documents, and other financial data within a simple, convenient, and secure online experience. As part of our commitment to you, we always protect your confidential information and privacy.
Monica Larson email@example.com
Coordinating Schwab forms, account applications and transfers, annual investment review correspondence, appointment scheduling and notary services. Primary contact for client service needs.
Abby Baumgartel firstname.lastname@example.org
Maintaining client records and billing, assisting with client service needs, scheduling and helping with ShareFile and other account access questions. Primary contact for general office questions.
Katie Williford email@example.com
Providing direct support to advisors and clients in the area of portfolio and systems data management and communicating with clients and advisors on follow up action items.
Alana Hall firstname.lastname@example.org
Supporting financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, investment research, and assisting with client service needs.